IntegrationsNetHunt CRMplanso
NetHunt CRM + planso

Connect NetHunt CRM and planso to Build Intelligent Automations

Choose a Trigger

NetHunt CRM

When this happens...

Choose an Action

planso

Automatically do this!

Enable Integrations or automations with these events of NetHunt CRM and planso

Enable Integrations or automations with these events of NetHunt CRM and planso

Triggers

New Record

New Record

Trigger when a new record created.

New Comment

New Comment

Trigger when new comment is created.

New Call Logs

New Call Logs

Trigger when new call logs created.

Updated Record

Updated Record

Trigger when record updated.

Request a new Trigger for NetHunt CRM

Actions

Create Record

Create Record

Create a new record

Update Record

Update Record

Update a record

Delete Record

Delete Record

Delete a record

Create Comment

Create Comment

Create a new record comment

Find Record

Find Record

Find records by ID or text query

Link Gmail Thread

Link Gmail Thread

This action Add a Gmail thread to a record.

Request a new Action for NetHunt CRM

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Frequently Asked Questions

How do I start an integration between NetHunt CRM and planso?

To start, connect both your NetHunt CRM and planso accounts to viaSocket. Once connected, you can set up a workflow where an event in NetHunt CRM triggers actions in planso (or vice versa).

Can we customize how data from NetHunt CRM is recorded in planso?

Absolutely. You can customize how NetHunt CRM data is recorded in planso. This includes choosing which data fields go into which fields of planso, setting up custom formats, and filtering out unwanted information.

How often does the data sync between NetHunt CRM and planso?

The data sync between NetHunt CRM and planso typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from NetHunt CRM to planso?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between NetHunt CRM and planso?

Yes, you can set conditional logic to control the flow of data between NetHunt CRM and planso. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

NetHunt CRM

About NetHunt CRM

NetHunt CRM is a customer relationship management system for Gmail and Google Apps.

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planso

About planso

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

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